Seven Bridges Wealth Advisors Revenue

Financial Services • White Plains, New York, United States • 11-20 Employees

Seven Bridges Wealth Advisors revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding

Key Contact at Seven Bridges Wealth Advisors

David J. Mazzetti

Founder/Managing Partner/Chief Marketing Officer

Company overview

Headquarters	50 Main St, Suite 1560, White Plains, New York 10606, US
Phone number	+18454543021
Websites	ameripriseadvisors.com ampf.com
NAICS	52
Keywords	Insurance Planning, Education Planning, Retirement Planning, Business Solutions, Financial Planning, Estate Planning, Investment Solutions, Philanthropy Planning, Gifting Strategies, Tax Mitigation Strategies, Cash Flow And Expense Analysis
Employees	11-20
Socials

Seven Bridges Wealth Advisors Email Formats

Seven Bridges Wealth Advisors uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@ampf.com), used 57.1% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@ampf.com	57.1%
{first initial}.{last name}	j.doe@ampf.com	42.9%

About Seven Bridges Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC Seven Bridges is a team of financial advisors and staff that aims to provide an extraordinary wealth management experience with a family office approach. We were named after the seven bridges that span the Hudson valley, Catskills, to Manhattan. Not only is that the primary demographic we service, but there are also seven areas of comprehensive financial planning per the CFP board of standards. Our mission is to help bridge our clients to each one of those areas, and assist them to get from where they are to where they want to go. Focusing on investment & retirement planning, insurance & employee benefits, income tax management, budgeting and cash flow, legacy & estate planning, philanthropy & charitable giving. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Seven Bridges Wealth Advisors has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Seven Bridges Wealth Advisors has never raised funding before.

Frequently asked questions

Seven Bridges Wealth Advisors is located in White Plains, New York, US.

You can reach Seven Bridges Wealth Advisors at +18454543021.

Seven Bridges Wealth Advisors generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.

Seven Bridges Wealth Advisors has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Seven Bridges Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Seven Bridges Wealth Advisors

David J. Mazzetti

Founder/Managing Partner/Chief Marketing Officer

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